401(k) Compliance Associate

📋 Description

• Support annual 401(k) compliance testing season
• Prepare testing packages and employer contribution calculations
• Reconcile plan activity and Form 5500s for clients
• Assist plan auditors with requested data and samples
• Handle advanced compliance processes like amendments and conversions
• Analyze operational errors and corrective actions

🎯 Requirements

• Some experience in 401(k) retirement industry
• Interest in QKA and ASPPA certifications
• Detail-oriented with strong organizational skills
• Ability to manage multiple priorities and problem solve
• Proactive in reengineering processes for efficiency
• Strong communication and cross-functional collaboration

🎁 Benefits

• Competitive benefits package including health coverage
• Equity for all employees
• Flexible paid time off and sabbatical after six years
• Company-paid coaching and professional growth support
• 401(k) match and student loan repayment matching